See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,423 | $86,929+1.7% | $102,423-13.7% | $80,856+9.4% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 11.95% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,124 | $2,369+116.2% | $3,023+69.5% | $2,755+86.0% |
| Participant deferral / active EE | $4,824 | $4,118+17.1% | $5,053-4.5% | $4,296+12.3% |
| Admin fee / account holder | $9,406 | $8,049+16.9% | $9,451-0.5% | $6,918+36.0% |